See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,709 | $183,963-56.1% | $162,163-50.2% | $152,861-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.70% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $14,300 | $6,371+124.5% | $5,614+154.7% | $4,762+200.3% |
| Participant deferral / active EE | $10,800 | $8,034+34.4% | $7,298+48.0% | $5,850+84.6% |
| Admin fee / account holder | $327 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |